Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Meredith Wealth Planning | $52.1M |
| 2 | Paul R. Ried Financial Group, LLC | $10.0M |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M |
| 4 | Evanson Financial, LLC | $2.4M |
| 5 | MAIMON WEALTH MANAGEMENT LTD. | $1.4M |
| 6 | Ridgeline Wealth, LLC | $718.0K |
| 7 | Farther Finance Advisors, LLC | $383.0K |
| 8 | Copper Harbor Investment Advisors, LLC | $381.8K |
| 9 | Vawter Financial, Ltd. | $352.6K |
| 10 | SAX WEALTH ADVISORS, LLC | $279.9K |
| 11 | Mosley Wealth Management | $114.3K |
| 12 | Moisand Fitzgerald Tamayo, LLC | $16.6K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$10.7M | |
| 2 | +$1.8M | |
| 3 | +$1.1M | |
| 4 | +$341.5K | |
| 5 | +$114.3K | |
| 6 | +$71.5K | |
| 7 | +$35.1K | |
| 8 | +$16.2K | |
| 9 | +$1.5K | |
| 10 | -$1.5K |